Estate Planning: MCLE BasicsPlus!
Developing a plan for the intermediate estate
- Product Number: 2250197WBA
- Publication Date: 5/19/2025
- Length: 12 hours CLE Credit Note
- Copyright: © 2025 MCLE, Inc.
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Product Description
Product Description
A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely-tuned interview skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This signature MCLE program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.
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Agenda
Agenda & Materials
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Day One: Monday, May 19th, 2025
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10:15 - 11:30 am
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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11:30 - 11:45 am
Break
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9:35 - 10:35 am
Estate Planning Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to Cart -
11:45 - 12:30 pm
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10:34 - 10:40 am
Break
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12:30 - 1:30 pm
Lunch (on your own)
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10:40 - 11:20 am
Initial Steps, Fundamentals & Estate Planning Documents (continued)
Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
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1:30 - 2:15 pm
Probate Practice: Collection & Management of the Estate
on demand video Add to Cart -
11:20 - 11:25 am
Break
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2:15 - 2:45 pm
Probate Practice: Sale of Real Estate
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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11:25 - 12:45 pm
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2:45 - 3:00 pm
Break
Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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3:00 - 3:45 pm
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12:45 - 1:30 pm
Lunch (on your own)
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3:45 - 4:15 pm
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1:30 - 2:40 pm
Estate Planning: Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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4:15 - 4:30 pm
"Ask the Experts" Q&A Session
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2:40 - 3:10 pm
Estate Planning Ethics Hypotheticals I
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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Day Two: Wednesday May 14th, 2025
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3:15 - 4:15 pm
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9:30 - 9:40 am
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4:15 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
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Day Two: Tuesday, May 20th, 2025
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9:40 - 10:40 am
Probate Practice: Trusts—Testamentary and Interplay Between Trusts and Estates
on demand video Add to Cart -
9:30 - 9:35 am
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10:40 - 11:15 am
Probate Practice: Post-Mortem Planning
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:35 - 10:45 am
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11:15 - 11:30 am
Break
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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10:45 - 10:50 am
Break
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11:30 - 12:30 pm
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10:50 - 11:45 am
Estate, Gift and GST Tax Planning (continued)
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12:30 - 1:30 pm
Lunch (on your own)
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP , Wellesley
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11:45 - 12:15 pm
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1:30 - 2:15 pm
Probate Practice: Final Distribution of the Estate; Options to Close; Probate Accounts
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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12:15 - 1:00 pm
Lunch (on your own)
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2:15 - 3:00 pm
Probate Litigation
on demand video Add to Cart -
1:00 - 1:45 pm
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3:00 - 3:15 pm
Break
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1:45 - 1:50 pm
Break
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3:15 - 4:00 pm
Probate Practice: Digital Assets and Estate Administration
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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1:50 - 2:50 pm
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4:00 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
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2:50 - 2:55 pm
Break
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2:50 - 2:55 pm
Break
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2:55 - 4:10 pm
Charitable Estate Planning
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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4:10 - 4:30 pm
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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